See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,658 | $56,060-47.1% | $76,002-61.0% | $80,874-63.3% |
| Participation rate | 83.7% | 62.0%+21.7pp | 69.1%+14.6pp | 67.6%+16.1pp |
| Annual return | 28.56% | 20.54%+8.0pp | 360.07%-331.5pp | 35.62%-7.1pp |
| Employer contribution / active EE | $2,255 | $1,873+20.4% | $2,688-16.1% | $2,756-18.2% |
| Participant deferral / active EE | $3,887 | $3,051+27.4% | $4,257-8.7% | $4,297-9.5% |
| Admin fee / account holder | $877 | $5,237-83.3% | $6,414-86.3% | $6,935-87.4% |